CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ERIE — Erie Indemnity Co
CIK 884546
SAN FRANCISCO, CA
Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$191,998,075
+$140,861,435 QoQ
Shares Held
763,989
+328.3% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,954,560,582 across 15 Insurance Brokers names. ERIE ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,033,148 | $526,099,520 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,109,463 | $456,867,495 | |
| 3 | AON |
Aon plc
|
1,355,094 | $437,397,241 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
763,989 | $191,998,075 | |
| 5 | WTW |
Willis Towers Watson PLC
|
618,416 | $179,773,531 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,827,462 | $119,168,797 | |
| 7 | CRVL |
Corvel Corp
|
276,475 | $15,109,358 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
678,224 | $14,880,234 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,998,075 | 763,989 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,136,640 | 178,394 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,614,368 | 174,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $58,417,815 | 168,453 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $70,966,955 | 169,352 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $64,813,686 | 157,227 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $76,968,075 | 142,581 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $53,382,244 | 147,302 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,860,887 | 136,616 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $45,551,799 | 136,008 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $39,072,601 | 132,995 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $27,796,293 | 132,357 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,786,531 | 137,212 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,092,547 | 137,072 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $29,300,235 | 131,799 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,790,588 | 128,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,370,623 | 127,012 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,855,161 | 123,820 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,658,939 | 121,393 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $22,641,091 | 117,099 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,364,223 | 114,817 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,912,440 | 113,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,411,523 | 111,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,820,994 | 87,655 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $12,839,511 | 86,613 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||